lululemon athletica inc.

• LULU Stock Price 24h change: +2.52%. Closed at 209.04 USD. The price surged following the company’s announcement that fiscal fourth-quarter net revenue and earnings are tracking toward the high end of previous guidance due to strong holiday demand.
• From a technical perspective, the stock shows short-term recovery momentum with the price trading above its 50-day SMA ($190.26) and 200-day SMA ($193.08), though it remains below its long-term 200-day simple moving average ($220.76) per TipRanks. The RSI stands at a neutral 49.56, while a positive MACD divergence suggests potential for a "corrective upward trend" targeting the $234 resistance level if support at $188.50 holds.
• Lululemon raised its Q4 fiscal 2025 outlook, now expecting net revenue of $3.50B–$3.585B and EPS of $4.66–$4.76, citing robust traffic during the Black Friday and Christmas periods.
• Elliott Investment Management reportedly disclosed a massive $1 billion activist stake in Lululemon, aiming to push for board restructuring and strategic pivots to combat slowing U.S. demand.
• Telsey Advisory Group reaffirmed a "Market Perform" rating with a $215 price target on January 13, noting that while holiday sales were strong, competitive intensity in the athleisure space remains a headwind.
• Urban Outfitters (URBN) shares plummeted 12% on January 13 despite a 9% holiday sales increase, as growth in its retail segment failed to meet heightened investor expectations for the sector.
• Abercrombie & Fitch narrowed its sales outlook on January 13, leading to its sharpest one-day decline in three years as the market reacted to increased investment costs and potential tariff impacts on the apparel industry.

• LULU Stock Price 24h change: +1.77%. From 203.90 USD to 207.51 USD. The price rose after the company raised its fiscal Q4 outlook, citing strong holiday demand and execution.
• Technical indicators show a "bullish reversal attempt" as the stock rebounds from recent lows near 200 USD. While the long-term trend remains pressured (down ~48% YoY), a clean AB=CD pattern on the daily chart suggests a potential upward wave, though RSI levels warrant caution regarding short-term overbought conditions.
• Lululemon raised its Q4 fiscal 2025 guidance on January 12, now expecting revenue at the high end of $3.50B - $3.585B and EPS at the high end of $4.66 - $4.76 due to strong holiday traffic.
• The company is currently facing a proxy battle as founder Chip Wilson nominated three independent director candidates on December 29, 2025, pushing for a leadership reset following the announced departure of CEO Calvin McDonald.
• Management is scheduled to meet with analysts and investors at the ICR Conference from January 12-14, 2026, to discuss its action plan for revitalizing the U.S. business.
• The retail sector faced volatility on January 9 following a delay in a U.S. Supreme Court tariff ruling, which impacted several apparel brands seeking refunds on previous trade duties.
• British sportswear giant JD Sports launched AI-driven commerce tools in the U.S. on January 12, partnering with Microsoft and OpenAI to allow customers to search and purchase products via AI platforms.